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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Boulder, CO

Every SEC-registered investment adviser representative at a firm office in Boulder, with the firms that employ the most of them.

436 registered advisors work in Boulder; the most are at Wells Fargo Clearing Services, LLC (47). 95 list the CFP designation and 285 are also registered broker representatives.

Firms with the most advisors in Boulder

FirmAdvisors in Boulder
Wells Fargo Clearing Services, LLC news47
Merrill Lynch, Pierce, Fenner & Smith Incorporated news40
LPL Financial LLC news29
Morgan Stanley news18
UBS Financial Services Inc. news17
Bsw Wealth Partners15
Wells Fargo Advisors Financial Network, LLC news15
Raymond James & Associates, Inc. news14
Pathstone12
J.P. Morgan Securities LLC news11
Charles Schwab & Co., Inc. news10
Ameriprise Financial Services, LLC news9
Robert W. Baird & Co. Incorporated news9
Black Swift Group, LLC8
RBC Capital Markets, LLC news8
Edward Jones news7
Mercer Global Advisors Inc.7
Northwestern Mutual Investment Services, LLC7
Raymond James Financial Services Advisors, Inc. news7
Colorado Capital Management6
Lido6
Cambridge Investment Research Advisors, Inc. news5
Sequoia Financial Group, L.L.C.5
State Farm Investment Management Corp.5
The Millstone Evans Group, LLC5

Advisors in Boulder, A to Z (first 300 of 436)

CFP advisors in Boulder →

Other cities in Colorado

All of Colorado →

Denver 2,523Greenwood Village 1,942Colorado Springs 945Lone Tree 746Littleton 302Fort Collins 299Lakewood 288Centennial 255Englewood 228Aurora 174Highlands Ranch 152Parker 141Loveland 133Broomfield 118Golden 117Westminster 111Castle Rock 103Grand Junction 100Arvada 85Louisville 77Durango 75Greeley 70Longmont 65Glendale 58

Questions

How many financial advisors are in Boulder, CO?

436 investment adviser representatives are registered at firm offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records. 285 of them are also registered as broker representatives, and 95 list the CFP designation.

Which firm has the most financial advisors in Boulder?

Wells Fargo Clearing Services, LLC, with 47 registered advisors in Boulder, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 40.

How do I check a financial advisor in Boulder?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.